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FORA Capital Portfolio holdings
AUM
$1.46B
Turnover
69.98%
1-Year Est. Return
64.79%
This Fund
S&P 500
This Quarter Est. Return
+29.06%
1 Year Est. Return
+64.79%
3 Year Est. Return
+161.8%
5 Year Est. Return
+205.45%
10 Year Est. Return
–
AUM
$1.46B
AUM Growth
+$91.8M
(+6.7%)
Cap. Flow
+$34.5M
Cap. Flow % of AUM
Cap. Flow %
2.37%
Top 10 Holdings %
Top 10 Hldgs %
16.73%
Holding
583
New
170
Increased
97
Reduced
78
Closed
238
Avg Time Held
0.2
years
Top 10 Avg Time Held
0.2
years
Top 20 Avg Time Held
0.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intuit
INTU
|
+$39.8M |
| 2 |
Boston Scientific
BSX
|
+$20.9M |
| 3 |
Meta Platforms (Facebook)
META
|
+$20.6M |
| 4 |
Ross Stores
ROST
|
+$19.7M |
| 5 |
Cisco
CSCO
|
+$19.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Oracle
ORCL
|
+$23.2M |
| 2 |
Verizon
VZ
|
+$22M |
| 3 |
Microsoft
MSFT
|
+$19.8M |
| 4 |
Cummins
CMI
|
+$19.7M |
| 5 |
Caterpillar
CAT
|
+$19.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.44% |
| 2 | Industrials | 11.01% |
| 3 | Financials | 10.69% |
| 4 | Consumer Discretionary | 9.75% |
| 5 | Healthcare | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
301
EXL Service
EXLS
$6.17B
| $319K | 0.02% |
+12,337
| New | +$363K |
2026 Q2
0 quarters
|
|
302
Gold Fields
GFI
$32.3B
| $319K | 0.02% |
+9,492
| New | +$395K |
2026 Q2
0 quarters
|
|
303
Intel
INTC
$505B
| $314K | 0.02% |
2,249
-28,382
| -93% | -$2.87M |
2025 Q4
2 quarters
|
|
304
Resolute Holdings Management
RHLD
$975M
| $313K | 0.02% |
+2,180
| New | +$283K |
2026 Q2
0 quarters
|
|
305
Vishay Precision Group
VPG
$809M
| $312K | 0.02% |
+2,085
| New | +$194K |
2026 Q2
0 quarters
|
|
306
CRISPR Therapeutics
CRSP
$5.23B
| $309K | 0.02% |
+5,668
| New | +$299K |
2026 Q2
0 quarters
|
|
307
Yum! Brands
YUM
$41B
| $307K | 0.02% |
+1,923
| New | +$298K |
2026 Q2
0 quarters
|
|
308
BellRing Brands
BRBR
$1.08B
| $307K | 0.02% |
23,763
-57,728
| -71% | -$696K |
2025 Q2
4 quarters
|
|
309
Inhibrx
INBX
$1.08B
| $301K | 0.02% |
+3,177
| New | +$318K |
2026 Q2
0 quarters
|
|
310
DoorDash
DASH
$73.4B
| $297K | 0.02% |
1,611
-66,382
| -98% | -$11M |
2026 Q1
1 quarter
|
|
311
Karman Holdings
KRMN
$5.03B
| $296K | 0.02% |
+5,931
| New | +$383K |
2026 Q2
0 quarters
|
|
312
Nucor
NUE
$61.7B
| $295K | 0.02% |
+1,324
| New | +$300K |
2026 Q2
0 quarters
|
|
313
Palantir
PLTR
$473B
| $294K | 0.02% |
+2,525
| New | +$344K |
2026 Q2
0 quarters
|
|
314
BlackSky Technology
BKSY
$782M
| $293K | 0.02% |
+10,511
| New | +$380K |
2026 Q2
0 quarters
|
|
315
Crane Co
CR
$11.5B
| $286K | 0.02% |
+1,283
| New | +$242K |
2026 Q2
0 quarters
|
|
316
Agilon Health
AGL
$1.53B
| $282K | 0.02% |
+2,629
| New | +$172K |
2026 Q2
0 quarters
|
|
317
Synaptics
SYNA
$4.7B
| $281K | 0.02% |
+2,261
| New | +$255K |
2026 Q2
0 quarters
|
|
318
LyondellBasell Industries
LYB
$21.7B
| $277K | 0.02% |
+5,264
| New | +$363K |
2026 Q2
0 quarters
|
|
319
Williams-Sonoma
WSM
$29.5B
| $273K | 0.02% |
+1,172
| New | +$232K |
2026 Q2
0 quarters
|
|
320
Airbnb
ABNB
$97.9B
| $273K | 0.02% |
+1,906
| New | +$260K |
2026 Q2
0 quarters
|
|
321
Ford
F
$47.7B
| $263K | 0.02% |
+18,906
| New | +$255K |
2026 Q2
0 quarters
|
|
322
S&P Global
SPGI
$130B
| $262K | 0.02% |
+645
| New | +$272K |
2026 Q2
0 quarters
|
|
323
Pagaya Technologies
PGY
$1.71B
| $250K | 0.02% |
13,715
-25,883
| -65% | -$367K |
2025 Q4
2 quarters
|
|
324
Saic
SAIC
$6.24B
| $246K | 0.02% |
2,230
-5,040
| -69% | -$510K |
2026 Q1
1 quarter
|
|
325
Arteris
AIP
$1.05B
| $240K | 0.02% |
+4,951
| New | +$158K |
2026 Q2
0 quarters
|
|
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FORA Capital's Q2 2026 Portfolio in Review
As of Q2 2026, FORA Capital held 583 positions worth $1.46B, up 6.7% from $1.36B the previous quarter. Its ten largest holdings account for 17% of the portfolio.
FORA Capital's Q2 2026 filing shows 170 new, 97 increased, 78 reduced and 238 closed positions. Its largest new stake was Intuit: 114,377 shares worth $29.8M. The largest sale was Oracle, an estimated $23.2M.
By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 28% a quarter earlier, followed by Industrials and Financials.
- FORA Capital's largest Q2 2026 buy was Intuit: 114,377 shares worth $29.8M.
- FORA Capital added most to Boston Scientific in Q2 2026, an estimated $20.9M increase.
- FORA Capital's biggest Q2 2026 reduction was Microsoft, cutting an estimated $19.8M.
- FORA Capital fully exited Oracle in Q2 2026, selling an estimated $23.2M.
- FORA Capital's ten largest holdings make up 17% of its $1.46B portfolio in Q2 2026.
- FORA Capital opened 170 new positions and closed 238 in Q2 2026.
- FORA Capital's portfolio value rose 6.7% quarter-over-quarter to $1.46B.
Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.